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Saturday, June 4, 2022

12:00 PM
(5h 30m)
PFP22101A. Building Your Tax & Financial Planning Advisory Business Pre-Conference Workshop
Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

David Stolz

President

Stolz and Associates

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

Brooke Salvini

Principal

Salvini Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

Ellen Bruno

President

Compliance Advisor Professionals,LLC

Dirk Edwards

Partner

Edwards Bradley PC

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Joel Bruckenstein

President

Technology Tools for Today (T3)

Sunday, June 5, 2022

8:00 AM
(2h 50m)
PFP22101B1. How to Secure, Price and Structure the PFP Engagement & Technology Topics for PFP
Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

11:00 AM
(1h 15m)
PFP22101B2. Business Model Roundtables
Susan Tillery

President & CEO

Paraklete Financial, Inc. and Financial Planning Advocate, LLC

Jean-Luc Bourdon

Wealth Advisor

Lucent Wealth Planning, LLC

David Stolz

President

Stolz and Associates

Brooke Salvini

Principal

Salvini Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

Dirk Edwards

Partner

Edwards Bradley PC

Scott Sprinkle

Managing Member

Sprinkle & Associates LLC

Monday, June 6, 2022

7:00 AM
(1h)
Continental Breakfast
(11h 30m)
Registration
8:00 AM
(1h 15m)
ENGK2201. Welcome & Keynote Presentation
9:00 AM
(1h 15m)
NAA2201. AICPA Update: How a Global Pandemic and Emerging Technology is Reshaping Assurance
Susan Coffey

Chief Executive Officer - Public Accounting

Association of International Certified Professional Accountants

(1h 15m)
EST2201. Current Developments in Estate Planning
Andrew Katzenstein

Partner

Proskauer Rose LLP

(1h 15m)
PFP2201. Keynote - Economist
10:00 AM
(30m)
Networking Break
11:00 AM
(50m)
NAA2202. Top Technical Hotline Accounting, Auditing, Comp, Reviews FAQs
Nisha Gordhan

Senior Manager

AICPA

Mike Glynn

Senior Manager - Audit & Attest Standards

AICPA

(50m)
EST2202. Community Property Basics for Accountants and other Planners
Jody Bryson

Counsel

Perkins Coie LLP

Paula Goodwin

Partner

Perkins Coie LLP

(50m)
NAA2203. Remote Audit - Impact for the Future
Sara Lord

Chief Auditor

RSM US LLP

Carl Mayes

Associate Director - CPA Quality and Evolution

AICPA

(50m)
EST2203. Engaging the Next Generation in the Estate Plan
Amy Castoro

President & CEO

TWG

(50m)
NAA2204. Ethics Update - A Peek at the PEEC
Lisa Snyder

Nat'l Managing Partner - Independence

BDO

(50m)
PFP2202. Managing Long Term Care Risk with Hybrid Long-Term Insurance Contracts
Thomas Tillery

Vice President/Chief Compliance Officer

Paraklete Financial, Inc.

12:00 PM
(1h 25m)
Lunch
1:00 PM
(1h 15m)
PFP2204. Gutters & Guardrails: Maximizing Retirement Income with Spending Flexibility
Oscar Vives

VP - Wealth Strategist

PNC Private Bank

(1h 15m)
EST2204. Pending Legislation
Robert Keebler

Partner

Keebler and Associates, LLP

(1h 15m)
PFP2205. Ideate, Create and Elevate: Systemitizing Your Practice
Jimmy J. Williams CFP®

President and Founder

Compass Capital Management, LLC

(1h 15m)
NAA2205. ARSC & ASB Update
Denny Ard

Partner

Dixon Hughes Goodman LLP

Jennifer Burns

Chief Auditor

AICPA

(1h 15m)
PFP2207. Fractional Investing, etc.
3:00 PM
(1h 15m)
EST2205. Inbound Tax Planning
Scott Bowman

Partner

McDermott Will & Emery LLP

Irene Estrada

Managing Director

PwC

(1h 15m)
NAA2207. Single Audit Update
Kim McCormick

CPA

Grant Thornton

(1h 15m)
ENG2204. Allyship and the AICPA LGBTQ+ Committee
Nick Moore

Grant Thornton

Ozoemena Nnamadim

Accounting & Reporting Advisory Senior

Deloitte & Touche LLP

(1h 15m)
PFP2210. TBD Retirement Topic
(1h 15m)
EST2206. The Exemption from the Generation-Skipping Transfer Tax: The Basics and Beyond
Carrie Harrington

Partner/Department Chair

Levenfeld Pearlstein, LLC

CAROL HARRINGTON

Senior Counsel

McDermott Will & Emery LLP

(1h 15m)
PFP2208. What To Do When a Strategy Performs Poorly
Kevin Grogan

Managing Director, Investment Strategy

Buckingham Wealth Partners

(1h 15m)
NAA2206. The New Risk Assessment Standard and Audit Guide - Implementation at Smaller Firms
Thomas Groskopf

Technical Director - Center for Plain English Accounting

AICPA/Barnes, Dennig & Co., Ltd

Charles Landes

Distinguished Fellow- Center for Plain English Accounting

AICPA, retired

(1h 15m)
PFP2209. Low Cost/No Cost Automated Tracking and Insights to Better Serve Clients
Joseph Abraham

Data Specialist

Truepoint Wealth Counsel

Claire Gallant

Managing Advisor

Commas

4:00 PM
(3h)
Opening Reception & Exhibits

Tuesday, June 7, 2022

6:00 AM
(11h)
Registration
(1h 30m)
Breakfast
8:00 AM
(1h 15m)
PST2201. Inspector Gadget
David Cieslak

EVP, Chief Cloud Officer

RKL eSolutions, LLC

(1h 15m)
PFP2211. Keynote - Political Speaker
(1h 15m)
EST2207. Grantor Trust Planning
Steven Siegel

President

The Siegel Group

(1h 15m)
EDGE2201. Becoming a Powerful and Effective Delegator
Tamera Loerzel

Partner

ConvergenceCoaching, LLC

(1h 15m)
ENG2205. Contributing to an HSA Beyond Age 65 - Navigating Medicare's Rules
Kelley Long

Financial wellness coach and consultant

Financial Bliss with Kelley Long

(1h 15m)
PST2202. TECH Tips & Tricks
Wesley Hartman

Director of Technology

Kirsch Kohn and Bridge, LLP.

Byron Patrick

General Manager

Botkeeper

(1h 15m)
TAX2211. Partnership Tax Update
Joseramon Carrasco

Managing Director

Grant Thornton LLP

Sarah Allen-Anthony

Partner

Crowe LLP

(1h 15m)
NAA2208. FASB Update
Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

Susan Cosper

Board Member

Financial Accounting Standards Board

9:00 AM
(1h 15m)
NAA2209. Not-for-Profit Accounting Panel
Jennifer Hoffman

National Not-for-Profit Audit Leader

Grant Thornton LLP

Melisa Galasso

CEO

Galasso Learning Solutions

Jeffrey Mechanick

Assistant Director

Financial Accounting Standards Board

(1h 15m)
PST2204. RPA and AI: Use cases for CPA's
Wesley Hartman

Director of Technology

Kirsch Kohn and Bridge, LLP.

Brian Tankersley

Director, Strategic Relationships

K2 Enterprises

(1h 15m)
PFP2212. TBD Investment/Risk Management Topic
(1h 15m)
PST2203. CAS Benchmark Survey Results – Insights into High Performing Practices
Phil Quimby

Product Marketing Manager - CAS

CPA.com

(1h 15m)
EDGE2202. Overcoming Your Inner Debbie Downer
Jaclyn Badeau

President

Badeau Consulting, LLC

(1h 15m)
NAA2210. Leases (ASC 842) - Implementation Best Practices
Doug Uhl

Senior Principal Team Leader, Corporate Accounting Policy

Chick-fil-A, Inc.

Thomas Groskopf

Technical Director - Center for Plain English Accounting

AICPA/Barnes, Dennig & Co., Ltd

Michael Cheng

Partner

Frazier & Deeter

(1h 15m)
TAX2209. Individual Tax Update
Sharon Kreider

Owner

KREIDERCPA

Karen Brosi

Owner

Karen Brosi, EA, CFP, LLC

(1h 15m)
EST2208. Workshop: All Things Roth
Stephen Bigge

Partner

Keebler & Associates, LLP

Mary Kay Foss

CPA

Mary Kay Foss CPA

(1h 15m)
NAA2211. Auditing PPP loans and Other Government Assistance Programs
Jeremy Dillard

Technical Standards Partner

SingerLewak LLP

(1h 15m)
FIN2203. Accelerate the Close
Jason Young

Corporate Controller

Cask NX

Michael Leon

Chief Accounting Officer & Corporate Controller

Sealed Air

10:00 AM
(6h 45m)
Exhibit Hall
(45m)
Networking Break
11:00 AM
(1h 15m)
PST2205. Driving Employee Engagement and Retention
Jennifer Wilson

Co-founder and Partner

ConvergenceCoaching, LLC

(1h 15m)
PFP2215. Preparing to be Purchased and/or Sold
Robin Young

President

Northstar Financial Planning

Michael Goodman

President

Wealthstream Advisors, Inc.

(1h 15m)
FIN2205. How to Develop Staff to Think Critically
Kristine Lemanski

CFO

AssuredPartners Aerospace

Ash Noah

VP Managing Director, Learning, Education and Development

AICPA

(1h 15m)
FIN2204. Beyond Theory: Application of AI & ML for Finance
Chris Ortega

VP, Finance

Emarsys

(1h 15m)
NAA2212. Stump the Chumps
Michael Brand

Member

BMSS, LLC

Denny Ard

Partner

Dixon Hughes Goodman LLP

Thomas Groskopf

Technical Director - Center for Plain English Accounting

AICPA/Barnes, Dennig & Co., Ltd

(1h 15m)
PFP2213. How to Motivate and Retain Talent
(1h 15m)
TAX2202. 1031 Exchanges
Martin Verdick

Partner

RSM US LLP

(1h 15m)
ENG2211. Peer Review Update
Brian Bluhm

Chief Quality Officer

Eide Bailly LLP

James Brackens

Vice President of Ethics and Practice Quality

AICPA

(1h 15m)
EDGE2203. Building Trust in a Hybrid World
Rebecca Tillemans

Leadership Coach

pLink Leadership

(1h 15m)
EST2209. Planning for Closely-held Businesses
Gary Zwick

Attorney

Walter | Haverfield LLP

(1h 15m)
NAA2213. Evidence and Analytical Procedures Risk
Samantha Bowling

Partner

Garbelman Winslow CPAs

Lynford Graham

Visiting Professor and Executive in Residence

Bentley University

(1h 15m)
PFP2214. Investment Best Ideas Panel
Robert Worthington

Managing Director and Head of Independent Wealth Solutions

iCapital

Paula McMillan

Wealth Advisor

Stearns Financial Group

Kevin Grogan

Managing Director, Investment Strategy

Buckingham Wealth Partners

12:00 PM
(2h)
Lunch
2:00 PM
(1h 15m)
PST2206. Cybersecurity Threat Landscape
Steven Ursillo

Partner | National Leader Information Assurance and Cybersecurity

Cherry Bekaert LLP

(1h 15m)
PFP2217. Healthcare Planning for Early Retirement
Kelley Long

Financial wellness coach and consultant

Financial Bliss with Kelley Long

(1h 15m)
EST2211. Making Changes to Irrevocable Trusts
Kristen Simmons

Member, Attorney

Simmons Freeman LLC

Heidi Freeman

Member

Simmons Freeman LLC

(1h 15m)
ENG2212. Driving Value from ESG Reporting
Kenneth Witt

Associate Technical Director. MA R&D

Association of International Certified Professional Accountants

Lori Kaczynski

VP, Internal Audit and Chief Audit ExecutiveVP, Internal Audit and Chief Audit Executive

Graphic Packaging International, Inc.

(1h 15m)
PST2207. Tax season debrief
Nicole Davis

Founder and CEO

Butler-Davis

Byron Patrick

General Manager

Botkeeper

(1h 15m)
PST2208. CAS2.0: Taking Your Advisory Practice to the Next Level
Kalil Merhib

VP, Sales & Client Services

CPA.com

(1h 15m)
NAA2214. Private Company Council - Part 1
Doug Uhl

Senior Principal Team Leader, Corporate Accounting Policy

Chick-fil-A, Inc.

Fred Cannon

Board Member

FASB

Adam Roark

Director, Assurance Innovation and Methodology

DHG

Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

Jeffrey Mechanick

Assistant Director

Financial Accounting Standards Board

Susan Cosper

Board Member

Financial Accounting Standards Board

Jeremy Dillard

Technical Standards Partner

SingerLewak LLP

(1h 15m)
PFP2216. Retirement Best Ideas Panel
(1h 15m)
ENG2213. Your Tax Prep Questions Answered: 706, 709, 1041
Keith Schiller

Attorney-Shareholder

Schiller Law, a Professional Law Corporation

Mary Kay Foss

CPA

Mary Kay Foss CPA

3:00 PM
(45m)
Networking Break
4:00 PM
(1h 15m)
PST2210. PCPS Roundtables - Collaborate with firms of your size
Orumé Hays

Founder & Managing Director

Hays CPA

Chad Allen

Partner

Hutchins & Haake, LLC

Robert Allen

President

The Allen CPA Firm, PLLC

(1h 15m)
TAX2203. Identifying Tax Traps and Financing Nuances for Families Caring for Children with Special Needs
Thomas Brinker

Adjunct Professor of Taxation and Special Needs Planning /Professor of Accounting ChSNC® Program Director Director of the American College Center for Special Needs

The American College/Arcadia University

(1h 15m)
ENG2216. Using Power BI with Quickbooks Online and other Accounting Software
William Thomas

W. Stewart Thomas, CPA, CGMA, PhD

University of North Carolina at Pembroke

(1h 15m)
EST2213. AICPA Trust, Estate, and Gift Tax Technical Resource Panel Update
Irene Estrada

Managing Director

PwC

Ted Batson

Partner/Tax Counsel

CapinCrouse LLP

Mary Kay Foss

CPA

Mary Kay Foss CPA

Eileen Sherr

Director - AICPA Tax Policy & Advocacy

AICPA

(1h 15m)
PFP2218. Best Planning Ideas Panel
Kelley Long

Financial wellness coach and consultant

Financial Bliss with Kelley Long

Lyle Benson

Founder and President

L. K. Benson & Company

Julie Welch

Shareholder and Director

Meara Welch Browne, P.C.

Daniel Rubin

Partner

Moses & Singer LLP

(1h 15m)
ENG2214. Student Loans
Ross Riskin

Associate Professor of Taxation | AVP Academic Strategy | ChFC Program Director

The American College of Financial Services

(1h 15m)
NAA2215. Private Company Council - Part 2
Doug Uhl

Senior Principal Team Leader, Corporate Accounting Policy

Chick-fil-A, Inc.

Fred Cannon

Board Member

FASB

Adam Roark

Director, Assurance Innovation and Methodology

DHG

Jenifer Wyss

Supervising Project Manager and PCC Coordinator

Financial Accounting Standards Board

Jeffrey Mechanick

Assistant Director

Financial Accounting Standards Board

Susan Cosper

Board Member

Financial Accounting Standards Board

Jeremy Dillard

Technical Standards Partner

SingerLewak LLP

(1h 15m)
PST2209. Remote Workforce: Computing and Compliance Challenges & Best Practices
Joe Gutierrez

CIO

Berkowitz, Pollack Brant

Amel Edmond

CIO

WithumSmith+Brown

Jim Bourke

Managing Director Advisory Services

WithumSmith+Brown

Bob Fink

Partner

Honkamp Krueger & Co

(1h 15m)
FIN2207. Ethics and Fraud
Jason Young

Corporate Controller

Cask NX

Michael Leon

Chief Accounting Officer & Corporate Controller

Sealed Air

(1h 15m)
ENG2215. Investing in Crypto and the Current State of the Blockchain Ecosystem
Shehan Chandrasekera

Head of Tax Strategy

CoinTracker

Ron Quaranta

Founder and Chairman

Wall Street Blockchain Alliance

Darren Neuschwander

Managing Member

Green Neuschwander & Manning LLC

(1h 15m)
EST2212. Income Tax Planning for Trusts
Jeremiah Doyle

SVP/Family Wealth Strategist

BNY Mellon Wealth Management

(1h 15m)
EDGE2205. Owning Your Mistakes Builds Trust
Tonya Moffitt

Managing Partner

Merina+Co

Wednesday, June 8, 2022

7:00 AM
(1h)
Breakfast
12:00 PM
(6h)
Exhibit Hall
(6h)
Registration
(2h)
Lunch
2:00 PM
(1h 15m)
PST2212. Four Levers to Drive Partner Unity and Accountability
Gary Thomson

Managing Partner

Thomson Consulting, LLC

(1h 15m)
PST2211. Starting a "Technology Focused" Advisory Practice - Where to Begin
Donny Shimamoto

Founder and Managing Director

IntrapriseTechKnowlogies LLC

Elizabeth Mason

CEO

High Rock Accounting

(1h 15m)
ENG2217. Estate Planning for Non-Taxable Estates 10M and Less
Karly Laughlin

Principal

Belfint, Lyons & Shuman, P.A.

Jordon Rosen

Director

BLS CPA

(1h 15m)
EST2214. IRS Update and Dialogue on Estate and Gift Taxes - Form 706 and 709
Lisa Piehl

Program Manager, Estate and Gift Tax Policy

IRS

(1h 15m)
TAX2210. Demistyfying Distributable Net Income
Jeremiah Doyle

SVP/Family Wealth Strategist

BNY Mellon Wealth Management

(1h 15m)
NAA2216. Employee Benefit Plan Audit Update
Josie Hammond

National Director of Employee Benefit Plans

RSM US LLP

(1h 15m)
PFP2221. Tax Update
Jeffrey Levine

Lead Financial Planning Nerd

Kitces.com

(1h 15m)
EDGE2206. 3 Simple Ways to Make Your Employees Never Want to Leave
Susan Stutzel

Leadership Coach

PartnersCoach

3:00 PM
(1h 15m)
PST2213. SOC1/SOC2/SOC3/SOC for CyberSecurity - Overview of the SOC Landscape
Steven Ursillo

Partner | National Leader Information Assurance and Cybersecurity

Cherry Bekaert LLP

Jim Bourke

Managing Director Advisory Services

WithumSmith+Brown

(1h 15m)
ENG2221. Tools and Trends in Philanthropic Planning: DAFs, Impact Investing and More
Dien Yuen

Executive Director, Center for Philanthropy & Social Impact

The American College of Financial Services

(1h 15m)
NAA2218. Profits Interests - Special Issues Related to Accounting for Partnerships
Adam Roark

Director, Assurance Innovation and Methodology

DHG

(1h 15m)
TAX2208. Ethical Dilemmas in Representation
Megan Brackney

Partner

Kostelanetz & Fink, LLP

(45m)
EDGE2207. Managing From the Middle
Jessica Iennarella

Controller

State Bar of Arizona

(1h 15m)
FIN2208. Change Leadership in the 21st Century
David DeFreitas

Group CFO

Caterpillar

(1h 15m)
NAA2219. Enhancing Internal Control Assessments: Efficiency, Effectiveness and Compliance
Lynford Graham

Visiting Professor and Executive in Residence

Bentley University

Keith Peterka

Partner

Anchin

William Powers

Deputy Director (Retired)

PCAOB

(1h 15m)
ENG2220. Interactive Case Study: UHNW Estate Planning
Natalie Perry

Partner

Harrison & Held LLP

Paige Goepfert

Managing Director

Andersen

Lisa Featherngill

National Director of Wealth Planning

Comerica Bank

(1h 15m)
PFP2222. Social Security with Medicare
Theodore Sarenski

Wealth Adviser

Sage View Advisory Group

(1h 15m)
ENG2222. Quality Management
4:00 PM
(1h 15m)
Networking Reception

Thursday, June 9, 2022

6:00 AM
(7h 10m)
Exhibit Hall
(1h 30m)
Continental Breakfast
(9h 30m)
Registration
8:00 AM
(1h 15m)
ENG2206. Virtual Selling - Inclusion of Social Media/Videos and ROI
Janine Rogan

Founder

Wealth Building Academy Inc + West Tenth

(1h 15m)
TAX2212. S Corp update
Joe Bublé

Partner

Citrin Cooperman

(1h 15m)
PST2216. TECH Update
Randolph Johnston

Founder

Network Management Group, Inc.

(1h 15m)
PST2217. Small Firm Succession - Are you ready for the next wave of M&A
Joel Sinkin

President

Transition Advisors, LLC

AMBER GOERING

President

Goering and Granatino, P.A.

Carl Peterson

VP - Small Firm Interests

AICPA

(1h 15m)
PST2218. Creating a Business Finance Advisory Practice
Charles Groome

VP of Marketing

Biz2Credit

(1h 15m)
EDGE2208. Transforming a Broken Leadership Model
Sarah Elliott

Co-founder and Principal

Intend2Lead LLC

Brian Kush

Principal

Intend2Lead

(1h 15m)
FIN2209. Economist
Thomas Jalics

Chief Market Strategist

Fifth Third Bank

9:00 AM
(1h 15m)
TAX2204. Pending Legislation
(45m)
PST2219. Starting Your Own Firm - The "Must Have" Technology Stack
Brian Tankersley

Director, Strategic Relationships

K2 Enterprises

(1h 15m)
TAX2206. Navigating the IRS
Spencer Paul

Tax Senior Manager

Deloitte

Debra Estrem

National Director, Tax Controversy

Deloitte Tax

(1h 15m)
FIN2210. SEC & US GAAP Update
Pam Pierre

Director

PwC

(1h 15m)
PST2221. Winning Larger Engagements with Higher Profits
Kevin Cumley

Senior Director, Accountants Program

Sage

(1h 15m)
PST2220. Top 5 Partner Compensation Mistakes – and How to Fix Them
Kristen Rampe

Managing Principal

Rampe Consulting

(1h 15m)
EDGE2209. The Four Most Important Words in Leadership
Rebekah Brown

Director of Development

The Maryland Association of CPAs

10:00 AM
(40m)
Networking Break
11:00 AM
(2h)
Accounting Extravaganza - Exhibit Hall
(1h 15m)
FIN2213. Finance Innovation – Adding xFP&A to Your Capabilities
Tom Hood

EVP of Business Engagement & Growth

Association of International Certified Professional Accountants and Business Learning Institute

Amy Radin

Independent Director, Growth Advisor, Award Winning Author

Pragmatic Innovation Partners

(1h 15m)
PST2223. Taking Your Office 365 ROI to the Next Level
John Higgins

Strategic Technology Advisor

CPA Crossings, LLC

(1h 15m)
TAX2205. Tax Staff Perspectives from a Partner, Manager and Staff Member
Chris Wittich

Partner

Boyum Barenscheer, PLLP

(1h 15m)
EDGE2210. Innovation Lab: How to Prototype Your Firm’s Future
Matt Rampe

Principal

Rampe Consulting

(1h 15m)
TAX2207. Global Investing and Information Reporting for High Net Worth Individuals
Chaya Siegfried

Lead, International Business Tax Services

Withum

(1h 15m)
FIN2212. CFO Guide to People & Performance Optimization
Chris Ortega

VP, Finance

Emarsys

(1h 15m)
PST2222. Technology's Role in a CPA Firm Merger
Amanda Wilkie

Consultant

Boomer Consulting, Inc.

12:00 PM
(1h)
Lunch
1:00 PM
(1h 15m)
PST2224. The Mobile CPA / What's In My Bag?
Marc Staut

Chief Innovation & Information Officer

Boomer Consulting, Inc

(1h 15m)
FIN2214. Social Intelligence
Paul Leroue

Principal/CMO

Wipfli

(1h 15m)
TAX2201. General Business Tax Update
Tony Nitti

Partner - National Tax

EY

(1h 15m)
EDGE2211. Building Positive Relationships to Create Effective Teams
Brent Forbush

Partner

Forbush and Associates

3:00 PM
(50m)
TAX2214. Real Estate Tax: Taxation of Real Estate Professionals
Annette Nellen

Professor

San Jose State University

(50m)
TAX2215. Best Ideas Panel
Julie Welch

Shareholder and Director

Meara Welch Browne, P.C.